Lydian Wealth Management Email Format

Financial ServicesMaryland, United States51-200 Employees

Lydian Wealth Management operates in the financial services sector, delivering customized financial solutions to wealthy individuals and families through a family office approach. Its offering can be provided on bundled or unbundled terms and includes financial planning, legacy planning, investment oversight, and asset management. This setup aims to provide a true family office experience at a lower cost than a full internal family office. 

According to the provided materials, the firm is described as a subsidiary of RBC USA Holdco and an affiliate of City National Bank, situating it within a broader financial services network. It is headquartered in the Washington, DC metro area, with a Potomac, Maryland address, and maintains additional offices in New York City, Los Angeles, and Portland. A leadership change was noted in 2015 when John T. Elmes was appointed president.

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